-
Plus, two leading technology management and cybersecurity firms join forces, and a fintech focused on the elderly rolls out new tools for advisors.
July 21 -
A look at the biggest regulations, legislation and court cases in the field from the first half of the year.
July 21 -
The firm's chief strategist, Joseph Zidle, expects the Fed funds rate to rise significantly over a long period of time.
July 21 -
-
Scam artists are increasingly targeting elderly Americans for their retirement savings. But the warning signs can be obvious, if investors — or their advisors — know what to look for.
July 21 -
For fans of the blockchain-encrypted artwork, there are signs to look for – and to avoid – when buying this asset.
July 21
CGPA Global Advisors -
James Hinote is a Geopolitical Analyst at CGPA Global Advisors. A graduate of Auburn University Harbert College of Business, he studied abroad at East China Normal University in Shanghai.
July 21 -
-
CEO Solomon tells an earnings call that the firm will focus on expanding areas such as its RIA custody arm in the future, after two big acquisitions in recent years.
July 20 -
How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.
July 20












